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Monday 16 May 2022
Semiconductor shortage to ease for wireless communications, says research firm
Wireless telecommunications has escaped the worst effects of the semiconductor shortage, and that semiconductors for cellular infrastructure equipment will continue to dodge significant shortages going forward. In addition, availability of chips for Wi-Fi access points and cellular phones will continue to improve through 2023, Strategy Analytics said in its recent report.
Monday 16 May 2022
Qaunta, Inventec positive about 2H22 notebook shipments
Taiwan's notebook ODMs Quanta Computer and Inventec both have released positive outlook for their shipment performance in the second half of the year, though some market observers and brand vendors believe the notebook market may be going downhill amid dwindling COVID-driven demand.
Monday 16 May 2022
Quanta, Inventec upbeat about 2H22 server shipment prospects
Taiwan-based server makers Quanta Computer and Inventec are expecting shipments to grow in the second half of the year thanks to strong demand from US-based cloud service providers.
Friday 13 May 2022
Foxconn reiterates flat sales outlook for 2Q, 2022
Hon Hai Precision Technology (Foxconn) has reiterated a flat revenue growth outlook for both the second quarter of 2022 and the full year, while order visibility has also strengthened compared to March.
Friday 13 May 2022
Pegatron to see shipments drop in 2Q22
Pegatron expects its notebook shipments to decline 5-10% sequentially in the second quarter, while shipments of its desktop PCs and motherboards will fall 30-35% on quarter. Non-PC product shipments will also fall sequentially during the quarter.
Thursday 12 May 2022
Tata's future-ready roadmap includes setting up a battery company
Amid the global supply chain shift, digitization and climate change, Tata Group is accelerating its business transformation, including planning to launch a battery company for the global market.
Thursday 12 May 2022
Asustek expects PC, mobo, graphics card shipments to fall in 2Q22
Asustek Computer expects its PC shipments to drop 10% quarter-on-quarter in the second quarter of 2022, with motherboard and graphics card shipments dropping 10-15% over the previous quarter.
Thursday 12 May 2022
Notebook production in China unlikely to be fully restored until July
Overall notebook production in China, which mainly takes place in major coastal cities in eastern China, is unlikely to return to pre-lockdown levels until July, according to industry sources. Insufficient manpower and logistical problems were cited as the main challenges.
Tuesday 10 May 2022
Qisda optimistic about 2022 despite lingering impacts from China lockdowns
Taiwan-based EMS provider Qisda has been heavily impacted by the lockdowns in China, but remains optimistic about growth in 2022. Lockdown impacts are expected to persist through the second half of 2022, despite originally being expected to ease in the first half.
Tuesday 10 May 2022
Notebook ODMs post shipment falls in April
Notebook ODMs all experienced shipment falls in April, probably the lowest level in the second quarter, according to industry sources.
Monday 9 May 2022
MacBook Pro shipments seriously delayed by China lockdowns
Quanta Computer's production capacity for MacBook Pros at its Shanghai, China site so far still has not been fully restored and consumers who place orders for Apple notebooks now may not receive the devices until mid-July, according to sources from the upstream supply chain.
Friday 6 May 2022
PC component makers see no cutback in customer orders amid China lockdowns
China's COVID lockdowns and restrictions have little impacted order placements from clients despite causing shipment delays, but supply chain players may not be able to fully resume order fulfillment momentum until after their manufacturing operations return to normal in the third quarter of the year, according to sources at PC component makers.
Friday 6 May 2022
Foxconn reports April revenues drop
EMS provider Foxconn Electronics has reported consolidated revenues of NT$486.464 billion (US$16.50 billion) for April, decreasing 4.13% sequentially and 2.80% year-on-year.
Friday 6 May 2022
China still has strong role in global manufacturing, says Inventec chair
Southeast Asia is unlikely to replace China as the world's manufacturing hub in the short term, according to Tom Cho, chairman of ODM Inventec. For Taiwanese businesses, the decision to relocate depends on customers and whether it would increase competitiveness.
Thursday 5 May 2022
Qisda keen on meeting ESG goals
EMS provider Qisda has been making efforts to fulfill ESG (environmental, social, governance) responsibilities based on the notion that "no ESG means no money," for implementation of ESG can build excellent corporate image, help companies attract outside investors and strengthen companies' innovation and competitiveness as well as employees' loyalty, according to company chief human resource and sustainability & risk officer Danny Lin.
Thursday 5 May 2022
HaiLa ultra-low-power RF technology aims to eliminate batteries in Wi-Fi-enabled IoT devices
We all live in a connected world with ubiquitous sensors and connected devices. These connected devices are often powered by batteries without direct access to a power supply, which makes power consumption a top concern when choosing the appropriate wireless communication technology for IoT devices.
Thursday 5 May 2022
Kunshan starts easing lockdown
The Chinese city of Kunshan has started easing its COVID lockdown, but local supply chains are unlikely to resume normal operations until mid- or late May, according to industry sources.
Wednesday 4 May 2022
AI not immune to hacking, says Hon Hai Research Institute CEO
AI has permeated well into the modern society playing a crucial role in a wide variety of applications, but AI systems, just like all kinds of computer operating systems, can hardly avoid being hacked. Therefore how to make them stay immune to attacks has become a common goal for all those engaged in the AI technology development, Wei-Bin Lee, CEO of Hon Hai Research Institute under Foxconn Technology Group, has said.
Wednesday 4 May 2022
Canadian AI firm Pleora seeks partners in Taiwan to provide integrated solution for industrial automation
Canada AI company Pleora Technologies which created GigE Vision, a standard for networking cameras and processing in industrial automation projects, joined the 2022 Canada Trade Office Taipei (CTOT) startup accelerator program, hoping to find strategic partners which are system integrators or hardware manufacturers and together expand its industrial automation markets in Asia.
Wednesday 4 May 2022
Industrial PC firms to embrace strong 2022
Taiwan-based industrial PC makers including Advantech, Ennoconn, Aaeon Technology, iBase Technology, Axiomtek, Posiflex Technology and Avalue Technology are poised to enjoy impressive sales growth this year, as infrastructure activities are resuming, according to industry sources.
Wednesday 4 May 2022
Wiwynn sees inventory build-up generate more costs
Server ODM Wiwynn delivered brisk sales and profit results for the first quarter of 2022 but saw both its gross margin and operating margin slide due to growing inventory, and rising costs of transportation and warehousing.
Tuesday 3 May 2022
Quanta resumes MacBook production at Shanghai plant
Quanta Computer's plant in Shanghai, China is gradually resuming its production of Apple's MacBook products with order pull-ins also slowly turning strong, according to sources from the upstream supply chain.
Tuesday 3 May 2022
China ODM Wingtech taps deeper into semiconductor sector
China-based ODM Wingtech Technology has seen semiconductor sales significantly bolster its profits since acquiring in late 2019 Nexperia, a Dutch supplier of discrete and MOSFET components as well as analog and logic chips, and is on track to expand its presence in the semiconductor sector through more acquisition and R&D projects, according to industry sources.
Tuesday 3 May 2022
Delta Electronics expects EV-use device sales to grow 30-40% in 2022
Power supply maker and energy solution provider Delta Electronics expects sales from devices for electric vehicles (EVs) to increase 30-40% in 2022, according to company chairman Yancey Hai.
Friday 29 April 2022
Taiwan server makers optimistic about 2H22 sales prospects
Taiwan-based server makers continue to enjoy robust order visibility, and are upbeat about sales prospects for the second half of 2022, according to industry sources. Companies including Inventec, Quanta Computer, and Wiwynn are all poised to post double-digit on-year revenue increases this year.